Sr. Program Client Services Analyst (Accounting/Finance) - State National

State National Companies (SNC); Bedford (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Multiple health, dental and vision insurance plan options

401(k) with employer match

Employee Stock Purchase Plan

Parental leave

Paid Time Off

Corporate and floating holidays

Job summary

State National Companies (SNC) is seeking a Senior Client Service Business Analyst in Bedford, Texas. The role focuses on strategic analysis services in Program Services, including efficiency improvement and operational risk management. Candidates are required to hold a bachelor's degree in Business, Accounting, or Finance, and possess a strong command of MS Excel and communication skills. This position offers a hybrid work environment with three days in the office and two days remote, along with comprehensive benefits and a competitive salary based on experience.

Qualifications

• Bachelor's degree in Business, Accounting, or Finance is required.
• Strong MS Excel and Word skills necessary.
• Strong problem-solving and decision-making abilities are essential.

Responsibilities

• Review submissions from the brokerage community/market.
• Assist with quotes, submissions, policy issuance and endorsements workflow.
• Monitor facultative and treaty reinsurance contracts.

Skills

Strong MS Excel

Strong verbal and written communication

Problem-solving and decision-making

Organizational skills

Ability to multitask

Education

Bachelor's in Business, Accounting, or Finance

Job description

Senior Client Service Business Analyst – Program Client Services

The Senior Client Service Business Analyst – Program Client Services will provide strategic business analysis services to Program Services (Program Analyst-Accounting/Finance). The focus of this position is to work with the business units to gain an in‑depth understanding of the customer's business strategy, processes, services, roadmap and the context in which the business operates to design system efficiencies to increase overall results within the organization. The Senior Analyst is responsible for identifying opportunities to improve efficiency, reviewing assigned business processes from end‑to‑end to characterize and address operational, financial and technological risks. Responsibilities will include a full range of pursuits in the development of division solutions (i.e. CRM), from large scale project management and strategic design to leading project teams in an effort to maintain data integrity within the system.

Essential Functions

• Responsible for reviewing submissions from the brokerage community/market
• Assist with quotes, submissions, policy issuance and endorsements workflow
• Review underwriting guidelines on submissions and escalating issues accordingly
• Issue binders/slips and invoices
• Monitor facultative and treaty reinsurance contracts to ensure timely and accurate settlements of monies owed
• Reconcile cash balances monthly, researching and clearing discrepancies
• Work closely with the accounting team to ensure premiums are recorded, collected and settled
• File setup and maintenance of the submissions received
• Support claims administration activities including funding coordination, invoice validation, and financial reconciliation in partnership with claims stakeholders
• Assist in the facilitation of internal and external audits by coordinating documentation, tracking requests, and supporting timely responses
• Perform financial reconciliations across premiums, claims, and reinsurance activity to identify and resolve discrepancies
• Collaborate cross‑functionally with underwriting, claims, audit, accounting, and brokers to support efficient program execution and process improvement
• Ad hoc reinsurance projects as needed

Education & Experience

• Bachelor's in Business, Accounting and/or Finance. Master’s is a plus but not necessary.
• Strong MS Excel and Word skills
• Strong verbal and written skills needed to communicate with internal executives and external partners
• Strong problem‑solving and decision‑making abilities
• Ability to multitask and demonstrate organizational skills
• Ability to work independently and with a team

Schedule

• Monday to Friday
• In‑office: Monday through Wednesday. WFH: Thursday and Friday (Hybrid)

Benefits

• We offer competitive benefit programs that help meet our diverse and changing environment and support our employees’ needs at all stages of life
• All full‑time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance
• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave
• Markel offers hybrid working schedules of 3 days in the office and 2 days remote

Compensation

The base salary offered for the successful candidate will be based on compensable factors such as job‑relevant education, job‑relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.

Employment Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Equal Employment Opportunity

Markel is an equal‑opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e‑mail to the [e-mail].